Prosus- Top notch China/Asia exposure in NL.
Posted: October 6th, 2021, 1:06 pm
This company owns one of the very top businesses in China and the world and is on offer at BOGOF prices!
I've been looking at this for some time and have over the last 10 days bought some and will buy more.
I'll whet your taste buds with this little 'Amuse Bouche'.
Frank Taber
@frankinvesting
·
Oct 5
Imagine a founder-led company with a proven track record of great capital allocation that had operations of $FB $PYPL $MA $V $SE $NFLX $ATVI $EA combined with >30% FCF margins and ~35% 10Y FCF CAGR.
What would you pay for it? What’s a fair multiple?
I've been looking at this for some time and have over the last 10 days bought some and will buy more.
I'll whet your taste buds with this little 'Amuse Bouche'.
Frank Taber
@frankinvesting
·
Oct 5
Imagine a founder-led company with a proven track record of great capital allocation that had operations of $FB $PYPL $MA $V $SE $NFLX $ATVI $EA combined with >30% FCF margins and ~35% 10Y FCF CAGR.
What would you pay for it? What’s a fair multiple?